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Moelis & MC · USD

Financials · US listing · 🇺🇸 United States

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57.62

+1.23%

Close of 9 Nov 2026, in USD

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About Moelis &

From its filings with the US Securities and Exchange Commission

SEC filings

Moelis & is based in New York, New York and is incorporated in Delaware. Its shares trade on NYSE under the ticker MC. The SEC classifies its business as investment advice. In the fiscal year to 31 December 2025, it reported net income of $259.6m. At that date it held total assets of $1.74bn and shareholders' equity of $568.4m.

In its own words

Moelis & Company is a leading global independent investment bank that provides innovative strategic and financial advice and solutions to a diverse client base, including corporations, financial sponsors, governments and sovereign wealth funds. We assist our clients in achieving their strategic goals by offering comprehensive, globally integrated financial advisory services across all major industry sectors. Our team of experienced professionals advises clients on their most critical decisions, including mergers and acquisitions (“M&A”), recapitalizations and restructurings, capital markets transactions and other corporate finance matters.

Moelis & Company was founded in 2007 by veteran investment bankers to create a global independent investment bank that offers multi-disciplinary solutions and exceptional transaction execution combined with the highest standard of confidentiality and discretion. We create lasting client relationships by providing focused, innovative advice through a highly collaborative and global approach. Our compensation model fosters our holistic approach to clients by emphasizing quality of advice and is not a commission-based structure where employees are compensated on a defined percentage of the revenues they generate. We believe our discretionary approach to compensation leads to exceptional advice, strong client impact and enhanced internal collaboration.

Quoted from its 10-K, filed 26 Feb 2026. Read the filing on SEC.gov ↗

Company facts

Sector
Financials
Industry
Capital Markets
Listed since
16 Apr 2014
Employees
1,416
Website
moelis.com ↗
Head office
399 PARK AVENUE, 5TH FLOOR, NEW YORK, NY, 10022
Incorporated in
DE
Classification
Investment Advice
Filer status
Large accelerated filer

Leadership

Pay as last reported

  • Mr. Kenneth MoelisExecutive Chairman of the Board, since 2007$7.6m
  • Mr. Navid MahmoodzadeganCo-President, Chief Executive Officer, Co-Founder, since 2007$12.1m
  • Mr. Jeffrey RaichCo-President, Co-Founder, Executive Vice Chairman of the Board, since 2007$3.2m
  • Mr. Christopher CallesanoChief Financial Officer
  • Ms. Katherine CiafoneChief Operating Officer$2.2m
  • Mr. Osamu WatanabeGeneral Counsel, Secretary
  • Mr. Eric CantorManaging Director, Director, since 2014
  • Mr. Jeff HammerManaging Director
  • Mr. Paul SanabriaManaging Director
  • Mr. Kenneth ShropshireLead Independent Director$246,651
  • Mr. Thorold BarkerIndependent Director
  • Dr. Louise MirrerIndependent Director$124,422

Environmental, social and governance

Scores out of 100, from our data supplier

ESG
Overall
31
Environment
9
Social
72
Governance
13
Women in the workforce
31%
Carbon reduction policy
No
Human rights policy
No

SWOT analysis

AI-generated by our data supplier. Not written or checked by our editors.

AI-generated

Strengths

  • Moelis & Co is a renowned global investment banking firm, known for providing high-quality financial advisory services.
  • The company has a strong team of experienced professionals with extensive industry knowledge, allowing them to offer specialized and tailored advice to clients.
  • Moelis & Co has established a solid reputation for its expertise in mergers and acquisitions, capital markets, restructuring, and other financial transactions.

Weaknesses

  • Moelis & Co operates primarily in the financial services industry, which is highly competitive and subject to market fluctuations. This reliance on a single industry may increase the company's vulnerability to economic downturns.
  • The firm's client base is heavily concentrated among large corporations and institutional investors, which exposes it to the risk of losing key clients and revenue if relationships deteriorate.
  • The company may face challenges in attracting and retaining top talent due to intense competition within the investment banking sector.

Opportunities

  • Moelis & Co can capitalize on the growing demand for financial advisory services in emerging markets, where there is a need for expertise in cross-border transactions and corporate finance.
  • Expanding its service offerings to include sectors beyond traditional investment banking, such as technology and healthcare, could diversify Moelis & Co's revenue streams and broaden its client base.
  • The company can leverage advancements in technology to enhance its operations, improve efficiency, and deliver innovative solutions to clients.

Threats

  • Political and regulatory changes can significantly impact the financial services industry, posing challenges for Moelis & Co in terms of compliance and potential changes in client behavior.
  • Increased competition from larger investment banks and new market entrants may put pressure on Moelis & Co's market share and pricing power.
  • Global economic volatility and uncertainties, including recessionary trends and trade disputes, can adversely affect the demand for financial advisory services, potentially impacting the company's revenues.

Sources and methodology

Data on this tab
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